CULTIVAR CAPITAL, INC.
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 50.6% | $14,730,210 |
| Financial Services | 12.1% | $3,519,725 |
| Technology | 10.9% | $3,166,757 |
| Industrials | 8.3% | $2,402,780 |
| Healthcare | 8.0% | $2,316,695 |
| Energy | 4.9% | $1,425,738 |
| Utilities | 2.7% | $787,478 |
| Consumer Defensive | 1.8% | $528,661 |
| Consumer Cyclical | 0.8% | $243,527 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WY | Weyerhaeuser Co | +17,587 | 615,297 | $14,730,210 | |
| AAPL | Apple Inc. | +733 | 2,476 | $716,455 | |
| GSK | GSK plc | +81 | 6,309 | $330,717 | |
| KO | Coca Cola Co | +52 | 6,505 | $528,661 | |
| USB | US Bancorp De | +35 | 8,750 | $528,500 | |
| SO | Southern Co | +31 | 3,036 | $290,575 | |
| DUK | Duke Energy CORP | +23 | 2,258 | $285,817 | |
| NEE | Nextera Energy Inc | +5 | 2,405 | $211,086 | |
| GE | General Electric Co | +5 | 2,391 | $893,588 | |
| TSLA | Tesla, Inc. | +3 | 579 | $243,527 | |
| GEV | GE Vernova Inc. | +2 | 598 | $702,566 | |
| IBM | International Business Machines Corp | +2 | 6,062 | $1,704,695 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CSCO | Cisco Systems, Inc. | 2,115 | $248,427 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WY |
Weyerhaeuser Co
Real Estate
|
Added | 615,297 | $14,730,210 | 50.58% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 6,062 | $1,704,695 | 5.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 4,074 | $1,333,542 | 4.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,761 | $1,209,151 | 4.15% | |
| GE |
General Electric Co
Industrials
|
Added | 2,391 | $893,588 | 3.07% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,476 | $716,455 | 2.46% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 598 | $702,566 | 2.41% | |
| PB |
Prosperity Bancshares Inc
Financial Services
|
Held | 8,603 | $628,277 | 2.16% | |
| WMB |
Williams Companies, Inc.
Energy
|
Held | 8,111 | $602,971 | 2.07% | |
| GBCI |
Glacier Bancorp, Inc.
Financial Services
|
Held | 11,247 | $580,120 | 1.99% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,282 | $574,242 | 1.97% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 6,505 | $528,661 | 1.82% | |
| USB |
US Bancorp De
Financial Services
|
Added | 8,750 | $528,500 | 1.81% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 5,785 | $502,947 | 1.73% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 1,668 | $497,180 | 1.71% | |
| GSK |
GSK plc
Healthcare
|
Added | 6,309 | $330,717 | 1.14% | |
| LUV |
Southwest Airlines Co
Industrials
|
Held | 6,310 | $324,460 | 1.11% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 1,228 | $319,820 | 1.10% | |
| SO |
Southern Co
Utilities
|
Added | 3,036 | $290,575 | 1.00% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 2,258 | $285,817 | 0.98% | |
| DE |
Deere & Co
Industrials
|
Held | 400 | $253,732 | 0.87% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,115 | $248,427 | 0.85% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 579 | $243,527 | 0.84% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Held | 2,146 | $231,617 | 0.80% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,204 | $228,434 | 0.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 435 | $217,669 | 0.75% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 2,405 | $211,086 | 0.72% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 8,413 | $202,585 | 0.70% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.